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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: AlienTech who wrote (3947)	1/6/1999 3:40:00 PM
From: Chuzzlewit	Respond to of 6021

Alien, from your post: Wagner said a reduction in in-process R&D writeoffs could exceed 2 cents to 3 cents a share, and it will be difficult for the company to make up the loss partly due to increased competition. I wonder how much this guy gets paid to write this gibberish? There is no affect on cash flow, which is the basis for any decent valuation model. There has been an increasing disjunction between earnings and cash flow, and the crackdown will be good because it will provide a reality check for many investors. The fact that the market is taking this as a negative is proof that many out there have no idea how to read or generate cash flow statements. I say go get 'em Arthur Leavitt! TTFN, CTC

To: AlienTech who wrote (3947)	1/6/1999 6:42:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 6021

Hi AT: I know your a big NETA fan. A question. CHKPF sold off this afternoon and I assume it is either due to the MM manipulating the stock prior to CHKPF's presentation tomorrow or due to NETA's presentation at the Morgan conference. NETA has been behind CHKPF in market share and technology in the fire wall market. Has NETA started to surpass CHKPF (not to my knowledge) or was it just good marketing today (NETA is a pro at this similar to MSFT) by NETA. Also, I'm invested in CHKPF and not NETA at this time (I'm not against NETA but CHKPF's valuation was (is) a little hard to resist). Thanks for your comments in advance. Tim